CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 27.33%
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,936
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$44.9M
3
+$28.6M
4
AXP icon
American Express
AXP
+$7.22M
5
MSFT icon
Microsoft
MSFT
+$7.15M

Top Sells

1
+$82.3M
2
+$13.6M
3
+$11.6M
4
OVTI
OMNIVISION TECHNOLOGIES INC
OVTI
+$10M
5
KMI icon
Kinder Morgan
KMI
+$9.74M

Sector Composition

1 Communication Services 16.79%
2 Technology 11.19%
3 Healthcare 9.28%
4 Energy 7.57%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$12K ﹤0.01%
138
+109
1977
$12K ﹤0.01%
2,353
+2,314
1978
$12K ﹤0.01%
+290
1979
$12K ﹤0.01%
3,570
1980
$12K ﹤0.01%
+363
1981
$12K ﹤0.01%
699
1982
$12K ﹤0.01%
186
1983
$12K ﹤0.01%
1,805
-100,494
1984
$12K ﹤0.01%
331
1985
$12K ﹤0.01%
612
1986
$12K ﹤0.01%
+600
1987
$12K ﹤0.01%
12,870
-16,900
1988
$12K ﹤0.01%
500
1989
$12K ﹤0.01%
584
+200
1990
$12K ﹤0.01%
+2,159
1991
$12K ﹤0.01%
+600
1992
$12K ﹤0.01%
500
1993
$11K ﹤0.01%
718
-4,503
1994
$11K ﹤0.01%
224
1995
$11K ﹤0.01%
442
+243
1996
$11K ﹤0.01%
9
+2
1997
$11K ﹤0.01%
+250
1998
$11K ﹤0.01%
1,171
-3,100
1999
$11K ﹤0.01%
503
-896
2000
$11K ﹤0.01%
+2,344
78 79
80
81 82